Edit and Send Outlook Form Template From Excel VBA - excel

Currently, I have the Excel VBA code that will construct and send an Outlook email from Excel. However, I need to be able to use this VBA to open an Outlook form template that contains a command button and update the body of the message. I have been searching non-stop and cant find any good resources for accomplishing this, any good pointers, links, or supporting code would be greatly appreciated. Thanks.

You can save the form as a Microsoft Outlook template file (.oft), and then e-mail that file to users. If the form contains code or custom fields, the recipient will not be able to simply open the .oft file and publish it. The recipient will need to save the .oft file to the local drive, run it with the Tools | Forms | Choose Form command, and then publish the form to the Personal Forms Library.
Alternatively, you can use an .fdm file to install a form manually, see OL2000: How to Move a Custom Form to Another Computer.
Read more about Outlook forms in the To distribute Microsoft Outlook forms to other users article.
As a workaround you may consider creating a COM add-in with rich UI options which can be installed on the recipient's side and do whatever you need for users. See Walkthrough: Create your first VSTO Add-in for Outlook for more information.

Related

Saving complete Email (Body+Attachments) from Outlook to Sharepoint using Powerautomate

I am trying to save the complete emails (body and attachments) from outlook to sharepoint. My Power Automate flow is below that saves a .msg file but I also tried .eml. I am seeing files being saved to sharepoint but when I open it I see blanks(no body and no attachments). What would I need to change in my flow?
You have to loop the email attachments in order to get them exported as well.
Sudarshan wrote a very nice blog article demonstrating how to do this to OneDrive, but you can easily adapt this for SharePoint. Refer to his article here for step by step instructions.
https://spknowledge.com/2021/03/19/power-automate-export-email-attachments-to-onedrive/

Use predefined Office documents in Web Add-in

I have a requirement to create Web Add-in for Power Point that will change both document content and meta data. Let's call these changes templates.
The Add-in task pane will contain a drop down list for all possible templates.
When the user choose one of them and click apply button, selected template will be applied.
Each template has to add a header, a footer and custom properties to the document.
As Office.js API is not supporting custom properties manipulation, I'm thinking about defining all templates, as PPT documents with proper headers, footers and custom properties, manually. When a user decides to apply a specific template, I will copy the content of the current PPT document to selected template (existing PPT document) and continue working on the template behind the scenes.
Giving this scenario, is it possible to:
Have some predefined PPT documents as templates in an Office Web Add-in
Copy the content of PPT document to a another one and continue working on the second?
good question.. here is some guidance for you:
Unfortunately, this is not possible to implement as a Web Add-In in PPT today.
The PPT JS API is still not as rich as in Word or Excel.
I recommend you to create a VSTO Add-In for this scenario.
Please add this request to our user voice channel.
Thanks!

Excel and Office.js access to CustomXml Part

Our Web Application stores/creates documents for clients. Our clients download these document which contain custom tagging parts which are client specific and stored the customxml part in both Excel and Word documents. We currently use an activex ribbon bar app that retrieves these parts and displays them for the user. This allows them to access these parts to be inserted into the document by the ribbon bar app.
We then sought a better and more compatible way to accomplish this to get away from activex but also allowing clients that use older version of Word and Excel to continue to use the activex control.
Microsoft assisted us in creating our Word Addin that used Angular and Office js to accomplish this in MS Word.
Now we need to replace our Excel ribbon bar app. I am leading the creation of this tool and found that Excel API currently does not allow access CustomXml Part in the document structure.
Is there any way to access the customxml part in Excel?
Is there any plans to allow access in a future release.
Can you recommend a best practice for storing and retrieving these part if the first two question are no.
We are using Angular2 and Office.js to create the new addin.
I believe this is coming soon in API set 1.5 : see the open spec details here
https://github.com/OfficeDev/office-js-docs/tree/ExcelJs_OpenSpec/reference/excel
As Charles mentioned, Custom XML parts API will be available as part of Excel API #1.5 set.
If you have 1702 build of Excel, you can test this out now. See here for details.

Embedding an excel document into an application with excel online

I have been experimenting with excel online shared link to be able to embed an excel document to our internal web site. But this method is not viable because we can't actually make a public link because the data is private.
I was wondering if it was possible to embed an excel document any other way. I can add that we need an excel document with an add-in attached to it. I might have done something wrong but in my test, my add-in didn't show up in the embedded version of the document. I also noted that functionality seemed greatly reduced. Even with read-write permissions, I could input some data but couldn't delete anything which wasn't very useful in our case.
Ref:https://support.office.com/en-US/article/Share-it-Embed-an-Excel-workbook-on-your-web-page-or-blog-from-OneDrive-804e1845-5662-487e-9b38-f96307144081
Our goal is to be able to :
embed excel document into an application.
feed external data into the excel document when opened or on user input (done by an add-in)
user interaction (read-write-delete according to defined locks and column visibility)
save the relevant data to storage (done by an add-in)
save the document to OneDrive and/or to a specific location.
I am wondering if there is any solutions (now or in-progress) that would allow us to have most of the functionality of excel online while being managed by an application.
Possible solutions?:
We might have a partial solution where instead of creating a shared link, we could integrate our application to excel instead of doing thing the other way around. But it doesn't solve how to handle Microsoft accounts required to access the documents.
You'd have to do the heavy lifting in JavaScript I'm afraid and add-ins are out of the question. See a very rudimentary example of how to interact with an embedded Excel file here:
http://www.jkp-ads.com/Articles/embeddedexcel00.asp

Can you store emails in Sharepoint Workspace 2010?

I am using SHarepoint Workspace 2010. I was wondering if there was any way to somehow make the workspace (or even the site) work with Outlook and save emails in the document repository?
If you want to drag and drop email into any SharePoint 2010 library, SharePoint 2010 allows this out-of-the-box by selecting "Open with Explorer" from the "Connect & Export" section in the Library Tools ribbon in the applicable library. This will open a browser window, into which you may either drag/drop or copy/paste from your outlook window.
This method is exceptionally helpful when you DON'T want to set up the library to receive email.
For this, you have to integrate your outlook with sharepoint.You need to create a list, which will be seen at your outlook as well. Now when you want to send emails you have to save them in the list as well. So your emails will be saved in the sharepoint list.
There is no way of doing it. If you want to share your e-mail with broader audience you can move it to the Outlook public folder.
You could create a list which accepts emails like a discussion and setup an email address for the list in the settings. Then you can go to your Outlook and set up rules to forward emails to the list which fit a certain criteria.
Also, when viewing a list, you should be able to sync with Outlook (Connect to Outlook button) which would allow you to view it in Outlook.
Try Colligo Contributor Pro. It's an alternative for the old fashioned Sharepoint Workspace. You can do everything you want:
add all kind of files to Sharepoint
sync when you want
add emails to your Sharepoint and open them later with your mail program
add Sharepoint libs to your Outlook and sync them
For drag and drop of emails from Outlook to SharePoint we are using SharePoint Outlook Integration tool. PageLight also offers Save Outlook emails to SharePoint functionality

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